Effectdossier · gearchiveerd kwartaal
DIVI
naam in afwachting van profielverwerking
34Gevolgde houders
+5Δ houders
15.61MGehouden aandelen
$620.97MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.2% ·
aandelenstroom +16.7% ·
netto nieuwe posities +14.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 15.50M | $662.01M | +2 | −3 |
| Q1 2026 | 34 | +5 | 15.61M | $620.97M | +5 | n/a |
| Q4 2025 | 29 | 0 | 13.38M | $520.12M | +1 | −1 |
| Q3 2025 | 4 | 0 | 585.65K | $21.85M | n/a | n/a |
| Q2 2025 | 2 | 0 | 78.82K | $2.81M | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.63K | $313,842 | n/a | n/a |
| Q4 2024 | 1 | 0 | 31.44K | $943,544 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.91K | $328,682 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.58K | $674,591 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.49M | +17.8% | $218.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.16M | +14.1% | $85.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cwm, Llc | 1.51M | +21.4% | $60.14M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.22M | +22.2% | $48.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Cetera Investment Advisers | 741.50K | +0.8% | $29.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 730.41K | +9.3% | $29.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 452.00K | +23.2% | $17.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Franklin Resources Inc | 435.27K | -21.9% | $17.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 375.13K | +13.5% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 373.98K | +0.5% | $14.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 350.96K | +88.7% | $13.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 330.04K | -9.8% | $13.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 277.84K | +34.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 201.69K | +38.6% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 202.63K | -3.4% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 176.13K | +62.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 171.88K | +29.6% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 92.73K | -18.5% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 78.95K | Nieuw | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 53.79K | Nieuw | $2.14M | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | AQR Capital Management ✦ | 47.55K | +490.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 27.43K | +2435.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Lido Advisors, LLC | 23.22K | -5.0% | $924,450 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Empower Advisory Group, LLC | 19.52K | +69.9% | $777,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 15.06K | +227.3% | $599,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 11.24K | +12.3% | $447,574 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 10.48K | Nieuw | $417,208 | 0.0% | New | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 10.29K | +8.3% | $409,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 7.55K | +5.3% | $300,605 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Hrt Financial Lp | 7.20K | Nieuw | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.75K | Nieuw | $228,720 | 0.0% | New | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 3.57K | +85.2% | $142,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 2.96K | -17.1% | $117,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 945 | 0.0% | $37,620 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $3.14M | 0.0% |
| Susquehanna International… | $2.14M | 0.0% |
| Fisher Asset Management | $417,208 | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
| Mercer Global Advisors Inc… | $228,720 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 181 houders, 34.79M aandelen, $1.30B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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